Beyond the 1040: Integrate Clients' Overall Financial Circumstances

Date

May 19, 2014

$49

Standard Price

ATRA and the 3.8% Net Investment Income Tax make it increasingly important for CPAs to seek income-smoothing opportunities on clients’ balance sheets. However, personal assets have both a tax planning and personal finance aspect (e.g., retirement, education, estate planning) and, consequently, call for tax planning decisions made with clients’ overall financial circumstances in mind. In response, this session will offer resources to address the interdependencies of tax and personal finance. This session will cover:
• A tax planning approach that integrates important and overlooked financial concerns
• Technical resources that address a wider range of planning opportunities
• The importance, art and science of integrative family practice

Speakers

Michael E. Goodman, CPA, PFS, CFP

President, Wealthstream Advisors, Inc.

Jean-Luc Bourdon CPA, PFS

Wealth Advisor, Lucent Wealth Planning, LLC

Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA

Wealth Adviser, Sage View Advisory Group

Specialties

Personal Financial Planning

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